OWA
Outlook Wealth Advisors’s CrossAmerica Partners CAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Hold |
11,700
| – | – | 0.06% | 250 |
|
|
2025
Q1 | $287K | Hold |
11,700
| – | – | 0.08% | 227 |
|
|
2024
Q4 | $257K | Hold |
11,700
| – | – | 0.07% | 227 |
|
|
2024
Q3 | $242K | Hold |
11,700
| – | – | 0.07% | 235 |
|
|
2024
Q2 | $853K | Hold |
11,700
| – | – | 0.27% | 74 |
|
|
2024
Q1 | $267K | Hold |
11,700
| – | – | 0.08% | 227 |
|
|
2023
Q4 | $267K | Hold |
11,700
| – | – | 0.09% | 182 |
|
|
2023
Q3 | $254K | Hold |
11,700
| – | – | 0.1% | 175 |
|
|
2023
Q2 | $230K | Hold |
11,700
| – | – | 0.09% | 181 |
|
|
2023
Q1 | $251K | Hold |
11,700
| – | – | 0.11% | 166 |
|
|
2022
Q4 | $232K | Hold |
11,700
| – | – | 0.11% | 157 |
|
|
2022
Q3 | $219K | Hold |
11,700
| – | – | 0.1% | 169 |
|
|
2022
Q2 | $237K | Buy |
+11,700
| New | +$237K | 0.1% | 170 |
|